Brent Jones

Brent W. Jones
Financial Advisor Private Client Group Truist Investment Services, Inc.

3333 Peachtree Rd NE

Atlanta, GA 30326-1030

About me

Background

I’m a Financial Advisor with Truist Investment Services, Inc., offering clients more than 20 years of financial services, retirement planning, and investment management experience. I’m dedicated to assisting clients achieve financial goals by using the extensive resources available at Truist. I have a keen focus on comprehensive financial planning, and appropriate asset allocation, investment due diligence, and rebalancing of clients’ portfolios are the foundation of my investment approach.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc. 


Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration
University of Georgia 1998

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Gold Performance Excellence Award
SunTrust Investment Services 2018
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    The Truist Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.